Operations Analyst

2 weeks ago


Cape Town, Western Cape, South Africa Optimum Financial Services Group Full time
An exciting opportunity has become available for an Operations Analyst to join our team.

The Operations Analyst reports directly to the Head of the department and will be based at our office in Cape Town Office


This role is responsible for maintaining, developing, and implementing changes and new procedures based on the thorough review and analysis of the companies' current policies, resources, operations, and procedures.

The Operations Analyst also analyses complex data set s, identify shortcomings or opportunities and work with management and employees to implement changes.


  • Degree in Bachelor of Commerce or equivalent (required), Honours or higher will be advantageous.
  • 13 years Proven work experience as an Operations Analyst or similar role.
  • Excellent communication skills, both verbal and written
  • Experience using statistical and database software.
  • Consulting and project management expertise
  • Strong analytical and problemsolving skills
  • Strong Excel skills is a must.
  • Experience with Unit Trusts, LISPs, DFM will be advantageous.

Responsibilities:

  • Ensuring compliance and regulatory standards
  • To provide Chief Operating Officer with monthly reports
  • Drafting proposals, for new business, client instructions for LISP and unit trusts
  • Processing of transfers for unit trusts, retirement products etc
  • Section 14, Section 42, Directive 13
  • Interactions with platforms
  • Allan Gray, Ninety-One, Glacier, Momentum etc.
  • Monitor business flows from Unit Trusts, DFM, IFA's
  • Review and maintain FICA documentation for direct clients.
  • Assist portfolio management team.
  • Establishing and maintaining quality standards with current report and client interaction
  • Develop new processes and procedures to enhance operations, determine inefficacies.
  • Determining appropriate methods to analyse operations, relevant information data.
  • Identifying operational requirements and opportunities for improvement
  • Gathering information by observing workflows, reading company report

Ability to commute/relocate:

  • Cape Town,

Western Cape:
Reliably commute or planning to relocate before starting work (required)

Application Deadline: 2023/05/09

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